See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,544 | $100,754-66.7% | $86,677-61.3% | $134,475-75.1% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -25.94% | 29.04%-55.0pp | 35.91%-61.8pp | 417.96%-443.9pp |
| Employer contribution / active EE | $2,715 | $3,489-22.2% | $2,836-4.3% | $4,740-42.7% |
| Participant deferral / active EE | $8,113 | $5,338+52.0% | $4,656+74.3% | $6,400+26.8% |
| Admin fee / account holder | $561 | $10,926-94.9% | $7,493-92.5% | $11,426-95.1% |